Ten proposal tools compared on what you pay each month, what comes on that plan and who each one suits. Our pick for agencies, consultants and service teams is Propovo.
By the Propovo team · Last checked 30 October 2026
The short answer
Propovo is the best proposal software for agencies, consultants and service teams: AI drafts the proposal, quote or contract, clients choose packages and sign in one room, and HubSpot, Pipedrive, Salesforce and Zoho CRM are included for $24 a seat a month. Most other tools here keep CRM integrations, branding, approvals or unlimited sends for a higher plan.
Proposal software compared
Ten proposal tools compared, checked on 30 October 2026
Tool
Price per month
Free plan or trial
CRM
Best for
Propovo
$24 per seat; every feature on one plan
14-day free trial, no card
HubSpot, Pipedrive, Salesforce, Zoho
Agencies, consultants and service teams
PandaDoc
$49 per seat on Business for CRM, branding and payments; Starter $19
Free plan (5 documents a month); 14-day trial
From Business
One document tool across sales, HR and legal
Proposify
$39 per user on Build; Grow $65 for approvals
14-day trial, no card
Yes; Salesforce is a $9 add-on
Larger sales teams with a content library
Qwilr
$35 per user on Starter; branding on Growth, 5-user minimum
14-day trial, no card
HubSpot, Zoho, Pipedrive on Starter
Web-page proposals for teams of 5 or more
Better Proposals
$13 for one user, 10 sends a month; Premium $21
14-day trial, no card
From Premium
Simple proposals at low volume
HoneyBook
$29 per account on Starter; team members from $49
30-day trial, no card
Zoho CRM; no HubSpot, Salesforce or Pipedrive
Client admin for US, Canadian, UK and Australian freelancers
Dubsado
$27.92 per account on Starter; Premier $43.75
21-day trial, no card
None
Client admin for independent service providers
Bonsai
$19 per user on Essentials; Premium $29
7-day trial
Built-in only
Freelancers who want invoicing and time tracking too
Prospero
$12 per user
14-day trial, no card
HubSpot only
Simple proposals for freelancers
Nusii
$24.17 for one user and 5 active proposals; Agency $40.83
14-day trial, card required
From Agency
Very small teams with few live proposals
Prices are per user or seat a month, billed annually, for the first plan that includes proposals, in US dollars before tax, from each provider’s pricing page on 30 October 2026.
1. Propovo: best for agencies, consultants and service teams
Propovo is built for service businesses that win work with proposals. AI drafts the proposal, quote or contract from your notes, a template or a CRM deal; clients choose packages and optional extras, comment and sign in one client room; and won deals land in your CRM.
AI drafts the whole document from your notes, a call transcript or a CRM deal
Quotes clients adjust within limits you set: packages, extras and quantities
A client room per deal with the proposal, quote, contract, comments and signatures
213 proposal templates and 50+ contract templates
No send limits, no usage credits and no add-on fees
Price: $24 per seat a month billed annually, with every feature. Free for 14 days, no card. Try Propovo free
A first draft from your notes, not a blank page
Give Propovo your call notes, a short brief, a template or a CRM deal. AI drafts the proposal, quote or contract with your services and pricing, and you edit it in a branded editor. Every seat gets 2,000 AI credits a month.
Quotes your client can adjust
Offer packages, optional extras and quantities. The client picks what fits within the limits you set, sees the total update, then accepts. Deposit and milestone requests open your own payment link.
One room for the whole deal
The proposal, quote, contract, files and comments sit behind one link. Clients ask about the exact section, you answer in place, and nobody hunts for the latest version.
2. PandaDoc: one document tool across sales, HR and legal
PandaDoc is a broad document platform with proposals, quotes and contracts, e-signatures on every plan and a large integration catalogue.
Price: $49 per seat on Business for CRM, branding and payments; Starter $19. Trial: Free plan (5 documents a month); 14-day trial.
Watch out: CRM integrations, custom branding, approvals, pricing tables and payments start on Business at $49 per seat; Starter caps templates at 5, and automated documents use Usage Credits.
3. Proposify: larger sales teams with a content library
Proposify focuses on proposals for sales teams, with a content library, product catalogue and interactive quoting.
Price: $39 per user on Build; Grow $65 for approvals. Trial: 14-day trial, no card.
Watch out: Sends are capped each month by tier with fees for extra sends, approvals and roles start on Grow, and Salesforce costs $9 per user a month extra.
10. Nusii: very small teams with few live proposals
Nusii keeps proposals simple, with templates, e-signing and notifications at a flat price.
Price: $24.17 for one user and 5 active proposals; Agency $40.83. Trial: 14-day trial, card required.
Watch out: Freelancer allows 5 active proposals; payments and CRM integrations start on Agency, and contracts are not offered.
Free proposal software
PandaDoc is the only tool here with a free plan, limited to 5 documents a month and 5 templates, without CRM integrations, branding or payments. The others offer free trials of 7 to 30 days. Propovo’s 14-day trial includes every feature and 250 AI credits, with no card, so you can send real proposals to real clients before you pay.
How we chose
We publish Propovo, so read this with that in mind. We compared the plan each tool needs to send branded proposals that clients sign, with a CRM connection: its monthly price, trial, CRM integrations, AI and limits such as send caps, seat minimums and countries. Every competitor fact comes from the provider’s own pages on 30 October 2026, linked below.
Proposal software, frequently asked
What is the best proposal software?
For agencies, consultants and service teams, Propovo: AI drafts proposals, quotes and contracts, clients choose packages and sign in one room, and HubSpot, Pipedrive, Salesforce and Zoho CRM are included for $24 a seat a month. PandaDoc suits companies that want one document tool across departments, and HoneyBook or Dubsado suit freelancers who want invoicing in the same tool.
What is the best proposal software for small businesses?
Look for one plan that includes e-signatures, a CRM connection and your branding, so you do not pay for an upgrade later. Propovo includes them for $24 a seat a month billed annually; on PandaDoc they start on Business at $49 per seat, and on Qwilr branding needs a 5-user plan.
Is there free proposal software?
PandaDoc has a free plan limited to 5 documents a month and 5 templates, without CRM integrations, branding or payments. The other tools here offer free trials of 7 to 30 days. Propovo’s 14-day trial includes every feature with no card.
How much does proposal software cost?
On 30 October 2026, the plans that include proposals cost from $12 to $49 per user a month billed annually, but CRM integrations, branding, approvals and unlimited sends often sit on higher plans. Propovo includes them for $24 a seat a month.
Which proposal software has AI?
Propovo drafts whole proposals, quotes and contracts with AI on every seat. PandaDoc and Proposify offer writing help in the editor, Qwilr keeps AI Prefill for its 10-user Scale plan, and HoneyBook’s AI focuses on chat and email drafts.